Stockbroking Bereavements Case Handler

**End Date**

Sunday 26 October 2025

**Salary Range**

£25,517 - £26,860

**We support flexible working - click here for more information on flexible working options**

**Flexible Working Options**

Hybrid Working, Job Share

**Job Description Summary**

JOB TITLE: Bereavements Case Handler

LOCATION: Leeds, Wellington Place: Full-time (35 hours per week)
WORKING PATTERN: Mon - Fri between 8am - 5pm

A mixture of working from home and office based. You'll work in the office for the first few months to complete your training & get your systems up and running, and then working from home will be discussed with your Team Leader. Once fully competent, it will then be a hybrid approach - two days a week in office, 3 days homeworking.

About this opportunity

Are you a compassionate and motivated individual with a genuine desire to support others during challenging times?

We are seeking a Bereavement Case Handler to join our team—a role that offers the opportunity to make a meaningful difference in the lives of individuals and families coping with loss. You will provide empathetic support, practical guidance, and a calm, reassuring presence throughout the bereavement process.

In this role, you will be responsible for managing bereavement cases, handling telephone enquiries from next of kin and solicitors, and liaising with internal teams across Stockbroking. The environment can be fast-paced and emotionally demanding, but you will be fully supported with comprehensive training and development to build your expertise in our products, services, and processes.

If you bring empathy, professionalism, and a strong sense of reliability to your work, we would be delighted to hear from you.

**Responsibilities**
- Carries out daily team tasks to support the smooth running of the team and provide accurate and effective communication to customers’ next of kin and their solicitors.
- Works within current standard compliance processes, systems, and procedures, and reports simple non-compliance issues.
- Carries out routine bereavement support tasks and assists others by following established procedures.
- Creates, organises and maintains files for correspondence and records.
- You’ll also be responsible for routine tasks such as running reports and monitoring the team’s internal and external communications channels.
- Supports development of personal capabilities by pursuing existing formal and informal training opportunities.

**What**you’ll**need**:

- Attention to detail and the ability to follow operational procedures and quickly assimilate technical processes and systems
- Strong communication skills, verbal and non-verbal
- Well organised, with the ability to present factual information in a logical and structured way
- Ability to plan and manage large, often fluctuating, volumes of work to strict deadlines
- Flexible and adaptable to changing demands.
- Ability to work as part of a team as well as independently.

**About working for us**:
Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We’re committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you’d like an adjustment to the recruitment process just let us know

**We also offer a wide-ranging benefits package,**
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- A range of wellbeing initiatives and generous parental leave policies

**At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.**

**We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.**

**We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace whe